M-T1-BV-21 · A 90-day try-out

A club plan for Corporate Civic Leadership Forum

Use this as a starting point. Cross out what does not fit, add what is missing and make it your club's own.

Where this idea came from

Playbook entry: M-T1-BV-21 · Corporate Civic Leadership Forum
Theme: Theme 1: Attraction & Visibility · Subtheme BV: Business Visibility
Source material: Existing checked Theme 1 guide
Linked playbook entry: M-T1-BV-21 · Corporate Civic Leadership Forum

1. Is this worth trying here?

What we hope will change: Clarifies how corporate leaders can contribute to civic outcomes responsibly—through lawful, transparent collaboration rather than private influence or branded philanthropy alone.

What is happening in our club or community now?What is the smallest useful version we could try? What will we leave out?

Board contactPerson leading the workPerson checking what happened

2. Our 90-day try-out

What our club will do for Corporate Civic Leadership Forum
Step	What we will do	Who could lead it
1	Define legitimate contribution routes with the civic priority owner.	Forum governance lead
2	Recruit corporate, community and workforce voices around relevant levers.	Convening committee
3	Test scenarios on transparency, conflicts and community consent.	Independent chair
4	Agree contributions with owners, resources, disclosures and exit conditions.	Forum participants
5	Publish an approved contribution register and verify delivery.	Accountability secretary

3. Checks before we start

Things our club needs to check
Question	What it means for us	Who will check	Done?
No political donation, procurement preference, regulatory concession or private access is exchanged.
Rotary convening does not confer civic authority or endorse a corporate agenda.
HIGH — lobbying, political neutrality, procurement, community consent and corporate reputation laundering require a public-interest test.

4. What changed?

What we will keep an eye on
What matters	Where we are now	What we hope to see	How we will check	Who
Contributions passing the public-interest boundary test.

After 30 days

Is it reaching the right people? Is anything unsafe, unfair or harder than expected?

After 60 days

Make one useful change based on what people have told you.

After 90 days

Compare with where you started. Decide whether to change it, continue it or stop.

Before your club says yes

Does the idea fit?

Talk with the people it is meant to serve and check that the need is real.

We have checked this

Who can say yes?

Name the person or group that can approve the work, spending and any safety arrangements.

We have checked this

Are people protected?

Check privacy, consent and safety. Collect only the information you genuinely need.

We have checked this

Can everyone take part?

Check the language, format, place, technology and cost for barriers.

We have checked this

Are the facts and permissions right?

Check names, claims, images, quotations, partner references and Rotary branding.

We have checked this

How will we learn?

Note where things stand now, check in at 30, 60 and 90 days, and decide what to do next.

We have checked this

Worksheets for your club

Open them online, print them or change them to suit the way your club works.

Event and session plan

Use this worksheet to plan who the session is for, when it will happen, how people can take part and what happens afterwards.

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Implementation and budget plan

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities.

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Communications and content planner

Use this worksheet to prepare clear messages and check the facts, permissions and approval before sharing them.

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Workflow and minimum-data register

Use this worksheet to map each step and keep only the information the club genuinely needs.

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